- Low-Cost Index Fund Portfolios, Custom Allocations
- Automatic Rebalancing
- Monthly Risk Check-Ups
- Sunday Night Performance Reports. Ready For Monday
- Award-Winning Online Portal With On-Demand In-Depth Performance & Risk Reports
- Free Online Current Portfolio Analysis
- We Rightsize Risk Better
- Online Support With Our Investment Advisers To Answer Questions
- Systematic Tax-Loss Harvesting
- Tax-Efficient Online Account Transfers
- Your Choice: Assets Held With TD Ameritrade Or Apex (same as Betterment/Wealthfront)
- Banking Services Offered Through TD Ameritrade
- Starting at 0.50% a year